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Portfolio (Quarterly) Guide ↗

GODSEY & GIBB, INC

· CIK 0000887402
13F Portfolio $1.1B AUM 389 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 50 Added 89 Reduced 59 Exited
Page 11 of 20  ·  389 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UNILEVER PLC 533.0 $30K 0.00% $56.97
202 VTV VANGUARD INDEX FDS 153.0 $30K 0.00% +18.0 +13.3% $196.20 +8.1%
203 VWO VANGUARD INTL EQUITY INDEX F 544.0 $29K 0.00% -336.0 -38.2% $54.05 +11.0%
204 ADBE ADOBE INC Technology 120.0 $29K 0.00% $243.08 +2.6%
205 VMC VULCAN MATLS CO Basic Materials 106.0 $29K 0.00% $272.30 +4.4%
206 XT ISHARES TR 423.0 $29K 0.00% $68.14 +22.9%
207 SCHM SCHWAB STRATEGIC TR 923.0 $29K 0.00% NEW $30.96 +13.5%
208 FDX FEDEX CORP Industrials 80.0 $28K 0.00% $356.19 +15.7%
209 BE BLOOM ENERGY CORP Industrials 210.0 $28K 0.00% +200.0 +2000.0% $135.49 +99.5%
210 J JACOBS SOLUTIONS INC Industrials 221.0 $28K 0.00% $127.28 -5.5%
211 XLG INVESCO EXCHANGE TRADED FD T 510.0 $28K 0.00% $54.55 +18.0%
212 BMY BRISTOL-MYERS SQUIBB CO Healthcare 455.0 $28K 0.00% -65.0 -12.5% $60.65 -5.6%
213 PWR QUANTA SVCS INC Industrials 50.0 $27K 0.00% $549.02 +29.7%
214 ITOT ISHARES TR 190.0 $27K 0.00% $142.43 +16.1%
215 JMUB J P MORGAN EXCHANGE TRADED F 541.0 $27K 0.00% $49.99 +0.9%
216 IMKTA INGLES MKTS INC Consumer Defensive 300.0 $27K 0.00% $89.89 -2.4%
217 PFF ISHARES TR 875.0 $27K 0.00% $30.32 +4.1%
218 EOG EOG RES INC Energy 180.0 $26K 0.00% $144.57 -7.3%
219 VNQ VANGUARD INDEX FDS 291.0 $26K 0.00% $88.70 +8.1%
220 IWF ISHARES TR 58.0 $25K 0.00% $426.41 -70.1%
Page 11 of 20  ·  389 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 19.9%
Technology 19.8%
Industrials 14.9%
Healthcare 13.5%
Utilities 9.5%
Consumer Defensive 7.1%
Communication Services 6.5%
Energy 6.3%
Consumer Cyclical 2.3%
Real Estate 0.0%